Benjamin Welch is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 18 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is the Boys U5 Division Coordinator and Board Member for AYSO 300, a youth soccer organization. He is also the Managing Member of GainWell Capital Partners, LLC, a bookkeeping LLC for his financial services and tax/accounting business, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
TD Securities (USA) INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.